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Meridian Financial Services, Inc.
Meridian Financial Services, Inc. is a state-registered investment adviser with $73 million in regulatory assets under management. The firm has 5 employees...
Overview
Meridian Financial Services, Inc. is a state-registered investment adviser with $73 million in regulatory assets under management. The firm has 5 employees and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Frequently asked questions
Does Meridian participate in fund commitments or only direct deals?
The firm's investment vehicle preferences are unknown. Most RIAs in its category use a mix of mutual funds, ETFs, and occasionally direct private placements. No specific pattern is confirmed for this firm.
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